Defined Benefit Analysis
With gilt yield dropping to an all time low! (they have started to go back up this month) I have been SO busy with DB pension analysis reports and there is a lot of pressure that these are completed quickly quickly quickly! The struggle starts from the time information is requested by the administrators and often many things are missed due to the complexity of these schemes. With critical yield figures which are produced from the TVAS reports less important nowadays I am trying to think of new ways to show the client WHY our advise is our advice through analysis and calculations but struggling... I have tried to include analysis on sustainable withdrawal rates but struggle as people use different assumptions and figures...
Can anyone help with presenting and what to include when looking at SWR's?
Also has anyone else got any idea ore examples of what mathematical analysis they use when reporting on DB schemes?